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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
76
WealthGarden F.S.
California
$721K -$22.1K -356 -3%
WWG
77
West Wealth Group
California
$691K +$6.02K +97 +1%
AG
78
Ascent Group
Virginia
$686K -$23.9K -385 -4%
DAS
79
Diversify Advisory Services
Utah
$685K -$483K -7,790 -44%
P
80
&Partners
Tennessee
$647K +$345K +5,556 +141%
TWP
81
Tempus Wealth Planning
California
$636K +$40.2K +648 +7%
KPWS
82
Kestra Private Wealth Services
Texas
$634K +$1.43K +23 +0.2%
UBS Group
83
UBS Group
Switzerland
$634K -$161K -2,599 -22%
WA
84
WBH Advisory
Maryland
$611K +$19K +306 +3%
Raymond James Financial
85
Raymond James Financial
Florida
$608K +$122K +1,972 +28%
SPAS
86
Spectrum Planning & Advisory Services
California
$601K -$33.6K -541 -6%
MWM
87
MBE Wealth Management
Wisconsin
$600K +$1.55K +25 +0.3%
CAL
88
Capital Analysts LLC
Pennsylvania
$571K +$22.6K +364 +4%
HPM
89
Hoxton Planning & Management
West Virginia
$561K -$98K -1,579 -16%
BFG
90
Beacon Financial Group
Texas
$552K -$2.11K -34 -0.4%
SW
91
Simplicity Wealth
New Jersey
$550K +$200K +3,229 +65%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$549K +$5.58K +90 +1%
TC
93
Trilogy Capital
California
$547K +$113K +1,817 +29%
AA
94
Armis Advisers
Georgia
$543K +$12.5K +202 +3%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$542K -$7.94K -128 -2%
FIM
96
Freedom Investment Management
Connecticut
$540K +$5.58K +90 +1%
GWP
97
Gen-Wealth Partners
Michigan
$535K -$13.2K -212 -3%
ZIM
98
Zacks Investment Management
Illinois
$528K – – –
CIAS
99
CFS Investment Advisory Services
New Jersey
$501K +$18.2K +294 +4%
JC
100
JB Capital
Connecticut
$490K +$54.2K +873 +14%